Jason BrownCRD Number: 6114402
Current Firm: Capital Guardian Wealth Management, LLC
Jason Brown (CRD# 6114402) is an Investment Advisor Representative working at Capital Guardian Wealth Management, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Capital Guardian, LLC||Charlotte, NC||May 2012 - Current||5|
|Dell Sports Inc.||Huntersville, NC||Jul 2010 - May 2012||1|
|State Farm||Charlotte, NC||Aug 2009 - Jul 2010||< 1|
|Omega Sports||Huntersville, NC||Feb 2006 - Aug 2009||3|
|Uncc||Charlotte, NC||Jan 2006 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management480MILLIONS
Total Number of Accounts2,080ACCOUNTS
Average Account Value$230,895
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV